Hb Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Hb Wealth Management, LLC holds 20,711 shares of USMV stock, worth $1.93 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,711
Previous 17,763 16.6%
Holding current value
$1.93 Million
Previous $1.62 Million 13.39%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$88.59 - $94.57 $261,163 - $278,792
2,948 Added 16.6%
20,711 $1.84 Million
Q3 2024

Oct 15, 2024
BUY
$83.76 - $91.82 $57,626 - $63,172
688 Added 4.03%
17,763 $1.62 Million
Q2 2024

Jul 26, 2024
SELL
$79.92 - $84.63 $455,384 - $482,221
-5,698 Reduced 25.02%
17,075 $1.43 Million
Q1 2024

Apr 30, 2024
BUY
$77.86 - $83.58 $231,867 - $248,901
2,978 Added 15.04%
22,773 $1.9 Million
Q4 2023

Jan 16, 2024
SELL
$70.56 - $78.63 $384,269 - $428,218
-5,446 Reduced 21.58%
19,795 $1.54 Million
Q3 2023

Oct 13, 2023
SELL
$72.38 - $76.06 $15,272 - $16,048
-211 Reduced 0.83%
25,241 $1.83 Million
Q2 2023

Jul 13, 2023
SELL
$71.44 - $74.33 $3,500 - $3,642
-49 Reduced 0.19%
25,452 $1.89 Million
Q1 2023

Apr 13, 2023
BUY
$69.12 - $73.78 $55,019 - $58,728
796 Added 3.22%
25,501 $1.85 Million
Q4 2022

Jan 20, 2023
SELL
$65.75 - $75.5 $30,771 - $35,334
-468 Reduced 1.86%
24,705 $0
Q3 2022

Oct 19, 2022
SELL
$66.1 - $76.63 $51,624 - $59,848
-781 Reduced 3.01%
25,173 $1.66 Million
Q2 2022

Jul 15, 2022
SELL
$66.73 - $79.1 $37,168 - $44,058
-557 Reduced 2.1%
25,954 $1.82 Million
Q1 2022

May 16, 2022
BUY
$71.88 - $80.4 $1.34 Million - $1.49 Million
18,593 Added 234.82%
26,511 $2.06 Million
Q4 2021

Feb 15, 2022
BUY
$73.28 - $81.04 $580,231 - $641,674
7,918 New
7,918 $641,000

Others Institutions Holding USMV

# of Institutions
1,383
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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